Whitener Capital Management’s Prudential Financial PRU Stock Holding History

Whitener Capital Management’s Portfolio PRU Stock Details PRU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$426K	Hold	3,754	–	–	0.09%	142
2026 Q2	$405K	Buy	3,754 +700	+23%	+$71.2K	0.09%	142
2026 Q1	$298K	Buy	3,054 +699	+30%	+$72.4K	0.07%	151
2025 Q4	$266K	Hold	2,355	–	–	0.06%	148
2025 Q3	$244K	Sell	2,355 -580	-20%	-$61.1K	0.06%	152
2025 Q2	$315K	Buy	2,935 +605	+26%	+$62.7K	0.08%	134
2025 Q1	$260K	Buy	2,330 +350	+18%	+$39.9K	0.07%	140
2024 Q4	$235K	Sell	1,980 -4	-0.2%	-$494	0.07%	144
2024 Q3	$240K	Buy	+1,984	New	+$235K	0.07%	141
2019 Q4	–	Sell	-335	Closed	-$30K	–	348
2019 Q3	$30K	Buy	+335	New	+$30.4K	0.02%	271

Other funds holding PRU

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

VFM

Viking Fund Management Minot, North Dakota $1.14B AUM 32.65% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

AMBIA

Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Whitener Capital Management's PRU Position: Q3 2026 in Review

Whitener Capital Management held its Prudential Financial (PRU) position steady in Q3 2026 at 3,754 shares worth $426K. The position accounts for 0.09% of the portfolio, ranked #142.

Whitener Capital Management first reported a position in PRU in Q3 2019 and has held it in 10 quarters since. 178 funds tracked by Wall St. Rank hold PRU as of Q3 2026.

Whitener Capital Management held 3,754 shares of Prudential Financial worth $426K as of Q3 2026.
Whitener Capital Management left its Prudential Financial share count unchanged in Q3 2026.
Prudential Financial made up 0.09% of Whitener Capital Management's portfolio in Q3 2026, its #142 holding.
Whitener Capital Management first reported a position in Prudential Financial in Q3 2019 and has held it in 10 quarters since.
178 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2026.

Based on Whitener Capital Management's 13F filing for Q3 2026, filed 15 Oct 2026.